Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- Exchange
- NYSE
- SEC CIK
- 0001340736
No open-market purchases or sales by Eaton Vance Tax-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $568.5M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 207
- +7 vs. Q4 2025
- Shares held
- 38.0M
- +1.10M (+3.0%) vs. Q4 2025
- Total value
- $524.1M
- −$41.9M (−7.4%) vs. Q4 2025
- New holders
- 23
- 74 more added
- Sold out
- 16
- 51 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $568.5M |
| Q1 2026 | 207 | $524.1M |
| Q4 2025 | 206 | $569.5M |
| Q3 2025 | 195 | $590.1M |
| Q2 2025 | 190 | $560.2M |
| Q1 2025 | 187 | $515.9M |
| Q4 2024 | 193 | $527.7M |
| Q3 2024 | 186 | $506.0M |
| Q2 2024 | 177 | $490.0M |
| Q1 2024 | 179 | $479.4M |
| Q4 2023 | 174 | $418.2M |
| Q3 2023 | 177 | $374.9M |
| Q2 2023 | 167 | $389.8M |
| Q1 2023 | 174 | $353.4M |
| Q4 2022 | 178 | $334.6M |
| Q3 2022 | 169 | $335.6M |
| Q2 2022 | 176 | $356.8M |
| Q1 2022 | 175 | $427.0M |
| Q4 2021 | 159 | $454.9M |
| Q3 2021 | 151 | $400.1M |
| Q2 2021 | 153 | $405.1M |
| Q1 2021 | 156 | $372.8M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 19,476 | $268.6K | 0.01% | +6,721+52.7% | Added |
| Mendel Capital Management LLC | 20,188 | $278.4K | 0.14% | +20,188 | New |
| Advisory Advocates, LLC | 20,891 | $288.1K | 0.29% | +300+1.5% | Added |
| Nicolet Bankshares Inc | 20,709 | $288.3K | 0.01% | +20,709 | New |
| Warren Averett Asset Management, LLC | 20,985 | $289.4K | 0.00% | +20,985 | New |
| Envestnet Asset Management Inc | 21,297 | $293.7K | 0.00% | +3,609+20.4% | Added |
| Burford Brothers, Inc. | 21,400 | $295.1K | 0.12% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 21,512 | $296.6K | 0.03% | +416+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 21,732 | $299.7K | 0.00% | −10,034−31.6% | Reduced |
| Pensionmark Financial Group, LLC | 21,753 | $300.0K | 0.00% | −134,414−86.1% | Reduced |
| Seek First Inc. | 22,253 | $306.9K | 0.22% | +449+2.1% | Added |
| Fiduciary Alliance LLC | 21,950 | $318.3K | 0.02% | −950−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 24,735 | $341.1K | 0.00% | −7,736−23.8% | Reduced |
| Ameritas Investment Partners, Inc. | 25,225 | $347.9K | 0.01% | +763+3.1% | Added |
| Boothbay Fund Management, LLC | 26,152 | $360.6K | 0.01% | +26,152 | New |
| Greenleaf Trust | 27,458 | $378.6K | 0.00% | −8,934−24.5% | Reduced |
| Captrust Financial Advisors | 27,552 | $379.9K | 0.00% | +2,534+10.1% | Added |
| M Holdings Securities, Inc. | 25,606 | $380.0K | 0.03% | −2,297−8.2% | Reduced |
| MML Investors Services, LLC | 27,645 | $381.2K | 0.00% | −2,211−7.4% | Reduced |
| Benjamin Edwards Inc | 28,688 | $395.6K | 0.00% | +335+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,355 | $404.8K | 0.01% | +5,460+22.8% | Added |
| Cypress Capital Group | 30,395 | $419.1K | 0.05% | +30,395 | New |
| Commerce Bank | 30,743 | $423.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 30,497 | $424.5K | 0.00% | −13,150−30.1% | Reduced |
| Flaharty Asset Management, LLC | 31,295 | $431.6K | 0.05% | −1,179−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 32,269 | $445.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 31,252 | $479.4K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 35,966 | $496.0K | 0.02% | −46,887−56.6% | Reduced |
| Brand Asset Management Group, Inc. | 36,659 | $505.5K | 0.13% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 37,626 | $518.9K | 0.20% | +61+0.2% | Added |
| Susquehanna International Group, LLP | 38,095 | $525.3K | 0.00% | +5,463+16.7% | Added |
| Colony Group, LLC | 38,209 | $526.9K | 0.00% | −592−1.5% | Reduced |
| Shikiar Asset Management Inc | 39,865 | $550.0K | 0.16% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 39,979 | $551.3K | 0.08% | +70.0% | Added |
| Ameritas Advisory Services, LLC | 39,984 | $551.4K | 0.02% | −200−0.5% | Reduced |
| International Assets Investment Management, LLC | 40,275 | $560.6K | 0.04% | +660+1.7% | Added |
| Summit Investment Advisory Services, LLC | 41,700 | $575.0K | 0.21% | −7,373−15.0% | Reduced |
| NWF Advisory Services Inc. | 42,871 | $591.2K | 0.07% | −4,798−10.1% | Reduced |
| Beacon Pointe Advisors, LLC | 43,563 | $600.7K | 0.00% | +10,363+31.2% | Added |
| Truist Financial Corp | 44,066 | $607.7K | 0.00% | −408−0.9% | Reduced |
| Ignite Planners, LLC | 44,195 | $609.5K | 0.09% | −1,257−2.8% | Reduced |
| ELCO Management Co., LLC | 44,387 | $612.1K | 0.29% | −1,000−2.2% | Reduced |
| Wealth Effects LLC | 44,807 | $617.9K | 0.22% | −560−1.2% | Reduced |
| Centaurus Financial, Inc. | 44,950 | $620.0K | 0.03% | +390+0.9% | Added |
| Creative Planning | 44,987 | $620.4K | 0.00% | +594+1.3% | Added |
| The PNC Financial Services Group, Inc. | 45,549 | $628.1K | 0.00% | +2,103+4.8% | Added |
| Mariner, LLC | 45,575 | $628.5K | 0.00% | −8,975−16.5% | Reduced |
| Summit Financial, LLC | 46,258 | $637.9K | 0.01% | −225−0.5% | Reduced |
| David J Yvars Group | 48,291 | $654.5K | 0.37% | +4,826+11.1% | Added |
| CI Private Wealth, LLC | 50,698 | $699.1K | 0.00% | +17,724+53.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 50,866 | $701.4K | 0.50% | −282−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 53,031 | $731.3K | 0.00% | +2,075+4.1% | Added |
| Gladstone Institutional Advisory LLC | 56,772 | $782.9K | 0.03% | +98+0.2% | Added |
| Resources Management Corp | 57,204 | $789.0K | 0.10% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 58,461 | $806.2K | 0.01% | +17,221+41.8% | Added |
| Mercer Global Advisors Inc | 64,785 | $893.4K | 0.00% | −3,135−4.6% | Reduced |
| GWM Advisors LLC | 66,435 | $916.1K | 0.00% | +445+0.7% | Added |
| Sanctuary Advisors, LLC | 72,395 | $998.3K | 0.01% | +144+0.2% | Added |
| Smith, Moore & Co. | 77,851 | $1.07M | 0.08% | +2,679+3.6% | Added |
| Fifth Third Bancorp | 78,506 | $1.08M | 0.00% | +70,398+868.3% | Added |
| Kingsview Wealth Management, LLC | 80,950 | $1.12M | 0.02% | +1,035+1.3% | Added |
| S Harris Financial Group, LLC | 84,664 | $1.17M | 1.06% | +1,349+1.6% | Added |
| Harbour Investments, Inc. | 93,432 | $1.29M | 0.02% | +70,044+299.5% | Added |
| Goldman Sachs Group Inc | 100,060 | $1.38M | 0.00% | −1,140−1.1% | Reduced |
| Kestra Advisory Services, LLC | 104,988 | $1.45M | 0.01% | +32,945+45.7% | Added |
| Pointe Capital Management LLC | 113,351 | $1.56M | 0.77% | −1,971−1.7% | Reduced |
| PMG Family Office LLC | 113,812 | $1.57M | 1.75% | +8,259+7.8% | Added |
| Wedbush Securities Inc | 126,851 | $1.75M | 0.05% | −11,839−8.5% | Reduced |
| Readystate Asset Management LP | 137,917 | $1.90M | 0.11% | +87,701+174.6% | Added |
| Parsons Capital Management Inc | 144,952 | $2.00M | 0.09% | −1,172−0.8% | Reduced |
| Merit Financial Group, LLC | 145,180 | $2.00M | 0.01% | −2,791−1.9% | Reduced |
| Guardian Wealth Advisors, LLC | 164,227 | $2.26M | 0.14% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 165,727 | $2.29M | 0.02% | 00.0% | Unchanged |
| Heron Bay Capital Management | 179,813 | $2.48M | 0.23% | +452+0.3% | Added |
| Commonwealth Equity Services, LLC | 182,615 | $2.52M | 0.00% | +4,350+2.4% | Added |
| Wolverine Asset Management LLC | 197,451 | $2.72M | 0.04% | +142,953+262.3% | Added |
| Steward Partners Investment Advisory, LLC | 212,046 | $2.92M | 0.01% | −1,344−0.6% | Reduced |
| C2C Wealth Management, LLC | 230,094 | $3.17M | 2.68% | −3,500−1.5% | Reduced |
| Private Advisor Group, LLC | 239,293 | $3.30M | 0.02% | +3,508+1.5% | Added |
| Advisors Asset Management, Inc. | 240,246 | $3.31M | 0.06% | −67,880−22.0% | Reduced |
| HighTower Advisors, LLC | 289,406 | $3.99M | 0.00% | +4,089+1.4% | Added |
| CoreCap Advisors, LLC | 300,005 | $4.14M | 0.14% | +5,775+2.0% | Added |
| Cetera Investment Advisers | 306,604 | $4.23M | 0.00% | +48,075+18.6% | Added |
| Cohen & Steers, Inc. | 310,617 | $4.28M | 0.01% | +15,000+5.1% | Added |
| Rockefeller Capital Management L.P. | 323,630 | $4.46M | 0.01% | +20,996+6.9% | Added |
| Cypress Capital Management LLC (WY) | 362,177 | $4.99M | 4.62% | +74,970+26.1% | Added |
| Shaker Financial Services, LLC | 368,539 | $5.08M | 1.77% | +159,359+76.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 374,641 | $5.17M | 0.01% | −2,578−0.7% | Reduced |
| Janney Montgomery Scott LLC | 382,253 | $5.27M | 0.01% | +19,450+5.4% | Added |
| Ameriprise Financial Inc | 415,438 | $5.73M | 0.00% | −7,618−1.8% | Reduced |
| Stifel Financial Corp | 438,048 | $6.04M | 0.01% | +24,391+5.9% | Added |
| Pathway Financial Advisers, LLC | 440,229 | $6.07M | 1.72% | +24,055+5.8% | Added |
| IHT Wealth Management, LLC | 445,405 | $6.14M | 0.14% | +30,383+7.3% | Added |
| UBS Group AG | 521,091 | $7.19M | 0.00% | −18,779−3.5% | Reduced |
| Baird Financial Group, Inc. | 537,761 | $7.42M | 0.01% | +21,791+4.2% | Added |
| Advisor Group Holdings, Inc. | 600,715 | $8.28M | 0.01% | +52,067+9.5% | Added |
| RFG Advisory, LLC | 626,075 | $8.63M | 0.16% | +12,689+2.1% | Added |
| Royal Bank of Canada | 637,446 | $8.79M | 0.00% | −34,879−5.2% | Reduced |
| Matrix Private Capital Group LLC | 805,721 | $11.1M | 5.36% | +113,444+16.4% | Added |
| Bank of America Corp | 817,971 | $11.3M | 0.00% | −26,589−3.1% | Reduced |